Online onboarding
Letters, ID and details.
Accountant client onboarding & document collection
Accountants: stop chasing documents by email. Onboarding and collection on autopilot.
Engagement letters printed and signed, ID checks in person and receipts arriving one email at a time. We build onboarding and document portals for accounting practices.
Looking for accounting client onboarding software?
Practices lose hours every week chasing documents and onboarding clients by email. We build portals that collect everything with checklists and reminders.
Wollopit builds client portals, intake flows, document automation and websites for accountants around how your practice actually works. We connect the tools you already use, replace the ones holding you back and look after the lot on our own servers, so you can spend your hours on billable work.
01The problems
What we hear from accountants
Does your accounting practice have these problems? Here's how we'd fix them.
Most accountants we talk to lose hours every week chasing documents, re-keying client details and answering 'where are we up to?' emails.
- The problemEngagement letters on paperSigning takes weeks.How we fix itEngagement letters signed online.
- The problemID checks in personSlow onboarding.How we fix itOnline ID verification.
- The problemDocuments by emailMissing items chased.How we fix itChecklists with secure uploads.
- The problemTax time rushEveryone at once.How we fix itBooking and reminders spread the load.
- The problemClient questions'What do you need from me?'How we fix itClear checklists per client.
- The problemInsecure emailSensitive files in inboxes.How we fix itEncrypted portal storage.
02What we build
Solutions
What we build for accountants. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Document checklists
What's needed, per client.
Secure uploads
Encrypted storage.
Automatic reminders
Chasing done for you.
Appointment booking
Tax time spread out.
Client portal
Everything in one place.
03How it changes
Before and after
Tax time, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Email list of documents
- Receipts arrive one by one
- Chase what's missing
- Sensitive files in inboxes
After
- Checklist in the portal
- Client uploads everything
- Reminders chase the rest
- Files stored securely
04Services
Everything under one roof
Software, websites and systems for accountants.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for accountants
Built around how your accounting practice actually runs: online onboarding, document checklists and the admin in between, in one system you own.
Websites for accountants
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Accounting practice system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for accountants
Secure uploads and automatic reminders: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your accounting practice, looked after by the people who built it.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- Calendly
- Stripe
- HubSpot
- Mailchimp
- Zoom
06How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your accounting practice: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
FAQ
Things accountants ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Does it work with our practice software?
We work alongside common practice systems, handling the client-facing collection and onboarding.
How much does it cost?
It depends on what you need, so we quote up front once we understand your accounting practice. No surprise invoices, no lock-in and you own what we build.
Can it work with our practice software?
Usually, yes. We connect to the tools you rely on and build the client-facing bits they can't do. If something should go we'll explain why first.
Is client information kept secure?
Yes. Portals use encrypted connections, access is restricted to the right people and documents stay on our managed servers. We follow the Australian Privacy Principles.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most accountants we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got an accounting practice problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.